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Listed Fd Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr (TUGN) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $103k 4.1k 25.32

More positions owned by AE Wealth Management

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Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for AE Wealth Management

Top funds holding Listed Fd Tr

Transamerica Financial Advisors
Q3 Asset Management
HBW Advisory Services
Wealth Enhancement Advisory Services
Fifth Third Securities
Private Advisor
Gts Securities
PFG Investments
Cambridge Investment Research Advisors
Commonwealth Equity Services
LPL Financial
Harbour Investments
AE Wealth Management
CWM
Advisor Group Holdings

View all funds holding Listed Fd Tr